Sr. Wealth Planning Specialist
About The Position
The Senior Wealth Planning Specialist creates and communicates complex financial and estate plans for high-net-worth relationships of Calamos Wealth Management. The role is expected to deliver consistently strong performance and may include mentoring other wealth planning specialists. The ideal candidate has high emotional intelligence and strong sales skills, and works closely with sales and client service teams to provide planning services. Calamos Wealth Management provides investment and wealth advisory services to individuals, families, small- to mid-size institutions, foundations, and charitable endowments. The position supports clients by analyzing their financial circumstances, identifying planning opportunities, delivering tailored financial plans, and assisting with implementation in coordination with internal teams and clients’ outside professionals.
Requirements
- Bachelor’s degree in business, finance, or another related discipline.
- 10–15 years of work experience, including at least 7 years working with high-net-worth clients in the financial services industry, focused on financial planning and including complex financial and estate planning.
- Two professional designations, such as CFP®, ChFC, or CPWA, or one designation and an advanced degree related to planning, taxation, or law.
- Series 65 license.
- High emotional intelligence and demonstrated sales skills.
- Outstanding written and verbal communication skills.
- Experience with financial planning software programs such as eMoney or MoneyGuidePro.
- PC skills in Microsoft Excel, Word, and PowerPoint, and working proficiency with AI tools to support research, analysis, and client deliverables.
Nice To Haves
- CFP®, ChFC, and/or CPWA designations.
- Prior experience mentoring or coaching other planners.
- A track record of consistently strong performance.
- An advanced degree related to planning, taxation, or law, such as an MS in Financial Planning, MST, or JD.
Responsibilities
- Analyze high-net-worth clients’ complete financial situations, including income, expenses, assets, liabilities, goals, and risk tolerance.
- Identify, evaluate, and recommend financial and wealth planning opportunities in areas including retirement, investments, tax planning, insurance, education, charitable giving, and wealth transfer.
- Develop and deliver comprehensive financial plans, including advanced wealth and estate planning, tailored to each client’s needs and financial situation.
- Partner with wealth advisors and sales and client service teams in prospect and client meetings to build trust, communicate recommendations, and help win and deepen client relationships.
- Prepare presentations and financial plans on behalf of wealth advisors.
- Assist with implementing financial plans, coordinating with internal teams and clients’ outside professionals such as attorneys, accountants, and insurance professionals as needed.
- Deliver accurate, high-quality planning work that meets firm standards and client expectations.
- May mentor and guide other wealth planning specialists and planning team members.
- Perform related duties as assigned.
Benefits
- Medical, dental, and vision benefits.
- Flexible spending accounts.
- Employer-paid short- and long-term disability.
- 401(k).
- Profit sharing.
- Paid time off.
- Paid parental leave.
- Other wellness benefits.
- Annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
